Intermediary Sales Consultant - North of England

Basic to £85,000 + benefits and bonus - Sales
Ref: 424 Date Posted: Wednesday 06 Feb 2019
LinkedIn ShareShare
More

Role:                        Intermediary Sales Manager

Location:                 London, or North of England

Remuneration:        Basic + Benefits + Bonus

 

As an Intermediary Sales Manager you will be reporting directly to the Sales & Marketing Director and you will have responsibility for the promotion and sale of the company’s investment services to Financial Advisers and other intermediaries.

The company has for over 25 years been committed to providing investment management solutions to professional advisers and their clients in the UK and around the world.  They provide a wide range of discretionary services for all client types – on platform, off platform, big, small – and all clients benefit from their expertise.

They have achieved:

  • Defaqto 5 Star Ratings across our bespoke, managed and platform managed portfolio propositions.
  • Asset Risk Consultants 3D award.
  • Corporate winner or shortlisted for over 50 prestigious industry awards

A successful candidate will be able to demonstrate:

  • An outstanding track record of investment solution sales through financial intermediaries
  • Substantial demonstrable experience of the UK intermediary market
  • An existing network of intermediary contacts
  • A strong consultative sales approach
  • Qualifications equivalent to IMC/ OFQUAL Level 4
  • In depth knowledge of Discretionary Investment Management
  • High impact presentation skills
  • A thorough understanding of the UK Regulatory environment

Specific role description

  • Sales and promotion of investment solutions including discretionary investment management services, platform model portfolios, volatility guided portfolios and group services as appropriate.
  • Deliver new assets under management in excess of or in line with targets set.
  • Work alongside new and existing third-party providers to leverage the UK sales effort.
  • Develop and manage your business plan to include the targeting and acquisition of new intermediary relationships and growth and maintenance of existing relationships.

You will be joining an established but growing business and In return for delivery against agreed targets you will benefit from an excellent bonus structure, along with a competitive basic salary and benefits package.

For further details please contact David Hill on 0797 999 6365, or email david@keillar.com